Results for "SaaS disruption"
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2 results
Episodes
Intelligent Report20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 14, 2026
Anthropic's SpaceX deal, $200B Google commit, Cerebras IPO frenzy, Ramp's $40B raise, and why HubSpot crashed while Monday soared—plus ZoomInfo's brutal AI reckoning.
anthropicinvesting- Intelligent Report
20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 7, 2026
Mag 7 earnings breakdown: Google wins big, Microsoft flat without AI, Meta's $150B capex mystery, plus SaaS apocalypse update with Atlassian & Twilio bouncing back, and Palantir's jaw-dropping numbers.
anthropicinvesting